IFG
SLQD icon

Independent Financial Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Independent Financial Group’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$417K Buy
8,421
+2,490
+42% +$124K 0.01% 1093
2026
Q2 		$299K Hold
5,931
– – 0.01% 1246
2026
Q1 		$299K Buy
5,931
+330
+6% +$16.7K 0.01% 1160
2025
Q4 		$284K Buy
5,601
+86
+2% +$4.36K 0.01% 1177
2025
Q3 		$280K Sell
5,515
-252
-4% -$12.8K 0.01% 1123
2025
Q2 		$292K Buy
5,767
+556
+11% +$27.9K 0.01% 1045
2025
Q1 		$262K Sell
5,211
-450
-8% -$22.5K 0.01% 987
2024
Q4 		$282K Sell
5,661
-300
-5% -$15K 0.01% 924
2024
Q3 		$301K Buy
5,961
+650
+12% +$32.4K 0.01% 883
2024
Q2 		$262K Hold
5,311
– – 0.01% 893
2024
Q1 		$261K Sell
5,311
-112
-2% -$5.5K 0.01% 845
2023
Q4 		$267K Buy
5,423
+605
+13% +$29.2K 0.01% 770
2023
Q3 		$231K Buy
4,818
+159
+3% +$7.65K 0.02% 776
2023
Q2 		$225K Buy
+4,659
New +$225K 0.02% 778

Other funds holding SLQD

WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Independent Financial Group's SLQD Position: Q3 2026 in Review

Independent Financial Group increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 42% in Q3 2026, buying an estimated $124K and bringing the position to 8,421 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #1093.

Independent Financial Group first reported a position in SLQD in Q2 2023 and has held it in 14 quarters since. 21 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

  • Independent Financial Group held 8,421 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $417K as of Q3 2026.
  • Independent Financial Group bought 2,490 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $124K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1093 holding.
  • Independent Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.